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PRIVATE WEALTH ADVISORS
7447 N. First Street
Suite 202
Fresno, California 93720
Tel: 559-451-3463
About PRIVATE WEALTH ADVISORS
PRIVATE WEALTH ADVISORS, formally registered with the SEC as PRIVATE WEALTH ADVISORS. The firm was established in 01/02/2008. They have over 2 offices throughout the country.
PRIVATE WEALTH ADVISORS is a Fresno, California based Financial Planning firm with nearly $349,032,473 assets under management, offering retirement planning & investment advisory services to 982 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 141971 |
| SEC# | 801-68605 |
| Assets Managed by Firm | $349,032,473 |
| No. of Clients | 982 |
| No. of Advisors | 6 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 982 | $349,032,473 |
| Individuals (other than high net worth individuals) | 485 | $138,872,052 |
| High net worth individuals | 66 | $204,369,364 |
| Pension and profit sharing plans | 4 | $5,734,650 |
| Charitable organizations | 1 | $56,407 |
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